Relative Strength of DJ Investment Services Index at a 20 Year Low

I believe we discussed informally (phone, email, etc.) the possibility that investment services / asset manager-type companies could outperform over the coming months. This thesis and discussion revolved around the following: 1) Potential for a material rally in equities, based…...

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Additional Thoughts on Commercial Trucks

Long story short… NAV, SRI and the ratio of NAV vs. CMI all likely have more downside ranging from 5%-25%. NAV likely has 15%-25% more downside. SRI likely has 5% more downside. The ratio of NAV vs. CMI likely has…...

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In a Down Market and in Only 10 Days, Our Long XLF, Short Regional Bank Spread Trade is up 400+ bps

In a Down Market and in Only 10 Days, Our Long XLF, Short Regional Bank Spread Trade is up 400+ bps

Since October 5th when we suggested the possibility, the ratio of the KBW Regional Banking Index vs. the XLF financial ETF has declined 420 bps! In other words, our suggestion to long the XLF and short regional banks has generated…

Russell 2000 Forming a Classicly Bullish Technical Pattern That Should be Resolved with Higher Prices

Russell 2000 Forming a Classicly Bullish Technical Pattern That Should be Resolved with Higher Prices

The Russell 2000 is forming a classicly bullish cup & handle pattern in the chart below. We typically hesitate to talk about technical patterns like these as we believe they are the purview of bloggers/market practitioners that use only technicals…